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Transaction Attribution

15 bytes removed, 19:41, 18 September 2018
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Transaction Attribution is a means of linking Personal Transactions, stored against a users profile, with a UTA object.
The same Personal Transaction can be linked with multiple objects, reducing the amount of duplicated effort when entering data.
==Enabling Transaction Attribution==
 
1. Go to [[Global Settings]].
2. Go to the [[Business & System Configuration]] section'''Security''' tab.
3. Click on the [[System Security Feature Permissions]] hyperlink.
4. Click on the ''MiscellaneousFeature Permission'' tab.
5. Click Lookup next to the ''Enable Attribute Transaction to UTA Level 1'' setting and select the roles that should have access to this featuresfeature.
6. Click the '''Save''' button.
==Using Transaction Attribution==
 
1. Navigate into your User profile. You should see tabs for any transactions your role is permitted to see.
2. Click on one of these tabs.
3. Now when you access the Transaction list view you should see the Attribution tabbutton<!--[[Image:TransAttribute2.png]]-->4. Click on the Attribution tab button to launch the Transaction Multiple-Attribution window.
[[Image:TransAttribute3.png]]
5. Select the Transaction you wish to attribute to a UTA form from the first drop-down list.
[[Image:TransAttribute4.png]]
6. Once the transaction has been selected you should be presented with all records in your user profile for the selected transaction type. Check the box adjacent to the transaction records you wish to add to the UTA.
[[Image:TransAttribute5.png]]
7. On the right hand side of the screen select the UTA you wish to add the records against, and the status of the level one that you wish to attribute them to.
[[Image:TransAttribute6.png]]
8. Once the UTA and status have been selected , you should be presented with all appropriate level one records based on your permissions. Check the box adjacent to the level one you wish to add to the transaction record against.
[[Image:TransAttribute7.png]]
9. Click the Attribute button.
[[Image:TransAttribute8.png]]
[[Image:TransAttribute9.png]]
11. Now when you access the Transaction list views against the level one then , you should see the transaction record you have just attributed.
[[Image:TransAttribute10.png]]
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Alternatively, Transaction Attribution window could be called with the '/ucif/in/uc_attribute.jsp' URL. When calling the window through a URL, 'statuslimit' and 'typelimit' variables can be used to limit the visibility of transactions to a particular status or a type.
Smartstaff, administrator
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